PLEION SA - Gestion De Fortune

Month: November 2020

Weekly Investment Strategy

Bellicose interregnum In the latest edition of our weekly investment strategy update: Soaping the board. A US tradition ; Trump, sort of a Hoover disciple ; Fixed income. Will the Fed emulate the RBA? ; Fixed income. In the meantime, the Fed has still to navigate with Trumpists ; Equities. We will be fine, the […]

Monthly investment review

Strategy and Macro Asset Allocation Subpar growth, disinflation. Resumption of intense liquidity injections by the Fed Growth: temporary relapse. More uncertain U-shape pattern G-Zero world. Multilateralism and climate action in the waiting room More healthy capital flows Quality assets will remain scarce and expensive Normalization of risk appetite, lower speculation   Macro perspectives Covid-19 and […]

Weekly Investment Strategy

Together or apart? In the latest edition of our weekly investment strategy update: Democracy 1 – Propaganda 0 ; Could cohabitation be virtuous, finally? ; Fixed income. Still some HY opportunities ; Equities. A tactical sector rotation ; and Equities. November and December, more complicated months for Big Techs. Click here to read our weekly […]

Weekly Investment Strategy

A sustainable Frugality ? In the latest edition of our weekly investment strategy update: Currencies. Biden victory: a potential SNB’s dose of oxygen ; Currencies. The final countdown ; et Equities. Ant Group, the reflection of fears against Big Tech and fintech. Click here to read our weekly financial markets update report.   Disclaimer This […]

Weekly Investment Strategy

Hopefully, a temporary relapse In the latest edition of our weekly investment strategy update: Europe prepares for renewed pain ; Differences with the first wave ; Fixed income. Large pre-committed to easing in December ; Currencies. European yields Japanification confirmed ; Equities. China under the spotlight ; Equities. The pandemic is exploding in Europe and […]